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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

SR holding history

Spire Inc in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SR overviewAll 13F holders of SRFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2022
Holdings of SR by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,960−100.0%Sold outHolders
Q2 20252,960$216.1K<0.1%−316−9.6%ReducedHolders
Q1 20253,276$256.4K<0.1%−242−6.9%ReducedHolders
Q4 20243,518$238.8K<0.1%+3,518NewHolders
Q1 20240$00.0%−10,287−100.0%Sold outHolders
Q4 202310,287$598.2K<0.1%−38−0.4%ReducedHolders
Q3 202310,325$584.2K<0.1%+1,041+11.2%AddedHolders
Q2 20239,284$589.0K<0.1%+10+0.1%AddedHolders
Q1 20239,274$650.5K<0.1%+79+0.9%AddedHolders
Q4 20229,195$633.2K<0.1%+9,195NewHolders